Graves Light Lenhart Wealth’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$27K | – | 560 |
|
|
2022
Q2 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 382 |
|
|
2022
Q1 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 419 |
|
|
2021
Q4 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 476 |
|
|
2021
Q3 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 438 |
|
|
2021
Q2 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 444 |
|
|
2021
Q1 | $30K | Hold |
1,000
| – | – | 0.01% | 445 |
|
|
2020
Q4 | $23K | Buy |
+1,000
| New | +$23K | ﹤0.01% | 462 |
|